Is the risk of your client having to liquidate their IRA causing you to second guess their Medicaid planning?
In this session, Dale Krause, J.D., LL.M., discusses how senior clients can protect their IRAs from liquidation while still accelerating their eligibility for Medicaid benefits.
Dale will discuss the consequences of liquidating an IRA, how your clients can utilize an IRA-MCA to protect their assets, and best practices for funding and structuring the annuity. He will also cover:
- The requirements of a Medicaid Compliant Annuity
- When a 60-Day Rollover or Trustee-to-Trustee transfer is most appropriate for your clients
- Real-life case scenarios using these planning strategies
Watch this comprehensive session today!